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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-25 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
6208 Garners Ferry Rd Suite A, Columbia, SC 29209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Charlotte | NC | 08/2023 | 02/2024 |
| Us Tech Solutions | Jersey City | NJ | 05/2023 | 08/2023 |
| Kroger | Columbia | SC | 05/2018 | 08/2018 |
| Shred 360 | Columbia | SC | 05/2019 | 08/2019 |
| Shred 360 | Columbia | SC | 05/2020 | 08/2020 |
| Kroger | Columbia | SC | 05/2021 | 08/2021 |
| Tandem Investment Advisors | Charleston | SC | 06/2022 | 08/2022 |
| Clemson University | Clemson | SC | 08/2020 | 05/2023 |
| Irmo Highschool | Columbia | SC | 05/2015 | 05/2019 |
| Tri-County Technical College | Clemson | SC | 08/2019 | 05/2020 |
| Capital City Financial Partners | Columbia | SC | 03/2024 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 02/2025 | Present |
Capital City Financial Partners; investment-related; Columbia, SC; DBA; Client Service Manager and IAR; 03/2024; hours and duties consistent with advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
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